Heitman
Analyst, Portfolio Management
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This Opportunity
Heitman is seeking a highly analytical and motivated Portfolio Analyst to support the management of European real estate investment portfolios. Working closely with Portfolio Managers, Asset Managers, Finance, Acquisitions teams and Investor Relations professionals, the successful candidate will play a key role in portfolio analysis, fund modelling, performance monitoring, strategic asset allocation and investor reporting.
Responsibilities
- Support the Portfolio Manager in the day-to-day management of the Portfolio and execution of the investment strategy.
- Undertake fund-level analysis including portfolio construction, liquidity management, capital allocation, performance measurement and risk assessment.
- Monitor portfolio performance against business plans, budgets, underwriting assumptions and strategic objectives.
- Assist in the evaluation and implementation of portfolio management initiatives that drive value creation and enhance investment performance.
- Evaluate investment opportunities by analysing underwriting, assumptions, risk-adjusted returns, portfolio fit, strategic alignment and Portfolio-level implications.
- Support investment recommendations and preparation of materials for Investment Committee approvals.
- Conduct scenario modelling, sensitivity analysis and portfolio impact assessments.
- Coordinate with Investment and Asset Management teams across Europe to assess acquisition, financing and disposition opportunities.
- Review asset-level business plans and operating performance to ensure alignment with fund objectives.
- Support fundraising and investor relations activities, including coordination of due diligence requests and preparation of fundraising materials.
- Coordinate the preparation and review of quarterly and annual investor reporting, investor presentations and market updates.
- Support Investment Committee, Advisory Committee and other internal governance processes.
- Act as a key link between Portfolio Management, Investment, Asset Management, Finance, Capital Markets and Investor Relations teams.
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Qualifications
- Bachelor's or Master's degree in Finance, Economics, Real Estate, Mathematics, Engineering or another highly analytical discipline.
- 2-3 years of relevant professional experience within real estate private equity, investment management, real estate funds, investment banking, corporate finance or a related investment environment.
- Strong understanding of real estate investment fundamentals, portfolio management and institutional fund structures.
- Advanced financial modelling and analytical skills with a strong understanding of underwriting, valuation methodologies and investment returns.
- Demonstrated ability to challenge assumptions, interrogate financial analyses and develop independent investment views.
- Strong commercial judgement and understanding of risk and return dynamics.
- Excellent Excel, PowerPoint and presentation skills.
- Exceptional written and verbal communication skills.
- High attention to detail and commitment to accuracy.
- Proactive, self-motivated and capable of working independently while collaborating effectively across teams and geographies.
We are looking for great candidates who have a unique combination of experiences, traits, and talents. We couldn’t describe you in a list of bullet points, so consider this posting a conversation starter. If you check some, but not all, of our boxes, we still want to talk! Please apply for this role if much of this job description describes you.
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The Firm
Founded in 1966, Heitman is a global real estate investment management firm. Our mission is to lead the evolution of real estate through investments that fulfill the needs of people and communities in a world of constant change.
Total Rewards (Benefits & Perks)
At Heitman, we believe that our success is driven by the success of our team members. That's why we use market data to ensure competitive compensation for every role, reflecting our commitment to investing in our team. In addition, all of our team members are bonus eligible and participate in a generous annual bonus plan, with the percentage varying based on your role and level, ensuring that your contributions are recognized and rewarded. When we grow, you grow!
Additional Information
Candidates applying for roles requiring travel must hold a valid, non-expired driver’s license.
Equal Employment Opportunity
Heitman is an equal employment opportunity employer and complies with all applicable laws prohibiting discrimination based on race, color, creed, religion, sex, age, national origin or ancestry, physical, medical or mental disability or condition (including, without limitation, HIV and AIDS), developmental disability, handicap, denial of family and medical care leave, denial of pregnancy leave, domestic partner status, status as a victim of sexual or domestic violence (or familial relationship to such victim), veteran status, marital status, sexual orientation, arrest records, citizenship status, criminal history that has been expunged, unfavorable discharge from the military, or any other basis protected by federal, state or local laws.
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